See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,187 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,789 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,527 | $88,122-10.9% | $141,162-44.4% | $67,579+16.2% |
| Participation rate | 97.0% | 76.5%+20.6pp | 82.5%+14.6pp | 71.3%+25.8pp |
| Annual return | 28.05% | 75.40%-47.3pp | 71.39%-43.3pp | 378.56%-350.5pp |
| Employer contribution / active EE | $2,209 | $3,224-31.5% | $4,735-53.3% | $2,148+2.8% |
| Participant deferral / active EE | $8,498 | $5,958+42.6% | $6,709+26.7% | $3,539+140.1% |
| Admin fee / account holder | $138 | $131+5.1% | $10,261-98.7% | $142-3.3% |